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David Medina

Voya Retirement Advisors, LLC

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About David Medina

David Medina is a financial advisor with over 15 years of experience in the industry. David has held positions at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, and Mutual of America Life Insurance Company. David is currently registered with Voya Retirement Advisors, LLC in California. David specializes in providing portfolio management for individuals and has experience with a wide range of clients, including corporations, state and municipal government entities, and banking or thrift institutions.

Firm Information

David Medina is currently registered with Voya Retirement Advisors, LLC. Voya Retirement Advisors, LLC is a terminated Limited Liability Company formed in February 2000. The firm is headquartered in Windsor, CT and provides portfolio management for individuals. Voya Retirement Advisors, LLC has 136 investment advisor representatives and manages approximately $27,040,741,407 in regulatory assets under management.
Voya Retirement Advisors, LLC

ONE ORANGE WAY

WINDSOR, CT 06095

$27.04B

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Medina’s Registration & Firm History

CA

02/14/2025 - Present

Voya Retirement Advisors, LLC (Tracy CA)

NY

02/03/2015 - 09/05/2017

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

CA

09/07/2011 - 01/07/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LIVERMORE CA)

CA

04/11/2011 - 08/22/2011

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WALNUT CREEK CA)

CA

04/11/2011 - 08/22/2011

MUTUAL OF AMERICA SECURITIES CORPORATION (WALNUT CREEK CA)

CA

12/23/2010 - 02/11/2011

NYLIFE SECURITIES LLC (STOCKTON CA)

CT

07/24/2008 - 02/02/2009

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

CA

12/18/2006 - 06/23/2008

WAMU INVESTMENTS, INC. (CASTRO VALLEY CA)

CA

11/10/2005 - 11/28/2006

WELLS FARGO INVESTMENTS, LLC (TRACY CA)

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Licenses & Designations

BOTH

Issued 11/15/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Medina.
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